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TheCompleteGuide
toMentoringand
Coaching
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
J Leslie McKeown
21 Marinero Circle Suite 102
Phone 1-800.446.9706 Fax 1-253.736.0328
Yellowbrick@mentoring-programs.com
CONTENTS WORKBOOK 1
CONTENTS WORKBOOK 2
Identifying mentors
Rules of engagement
Reviewing and assessing the program
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Chapter
CONTENTS
Overview 03
What is mentoring? 04
What is a mentor? 19
What is the difference between mentoring and
managing? 22
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Other stakeholders 53
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Chapter 1 page 2
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Overview of Chapter 1
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Chapter 1 page 3
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
What is mentoring?
Historical Background
Chapter 1 page 4
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
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Chapter 1 page 5
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
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Chapter 1 page 6
T H E
Designing an
effective mentoring
program really means
putting in place the culture,
resources and structure
necessary for two or more
people to develop an effective
relationship which will
positively effect the
development of at least one
of them.
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
2.
3.
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Chapter 1 page 7
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
E X E R C I S E
E X P L O R I N G
P R E - C O N C E P T I O N S
We all have pre-conceptions - some positive, some negative, some accurate, some
inaccurate. Pre-conceptions are neither good nor bad in themselves what is
important is that you are aware of them and take them into account in
completing this workbook. This is a 10 15 minute exercise, spending 2 3
minutes on each of the five questions.
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Chapter 1 page 8
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
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Chapter 1 page 9
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
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Chapter 1 page 10
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
But first, lets deal with the trickiest issue regarding the person
being mentored what are you going to call them?
The main alternatives currently in use are:
Mentee
Mentoree
Protg
None of which are frankly very thrilling (or descriptive).
Other options
Other options include learner, follower, student, apprentice, to name a
few These are usually used in specific environments such as schools
or trade and professional organizations. The three listed above
(mentee, mentoree and protg) are the most commonly used terms
in commercial organizations.
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Chapter 1 page 11
T H E
C O M P L E T E
G U I D E
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M E N T O R I N G
A N D
C O A C H I N G
2.
3.
4.
Chapter 1 page 12
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
6.
7.
Active or passive?
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Chapter 1 page 13
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
E X E R C I S E
A N
I N I T I A L
L O O K
A T
P R O T G S
MPDM 2.3
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Chapter 1 page 14
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
c - Passive
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Chapter 1 page 15
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
reflective
clever
teachable
learner
authoritative
involved
patient
passionate
dispassionate
independent
critical
inexperienced
unqualified junior
committed
enthusiastic
new
growing
competitive
challenging
beginning
loyal
effective
questioning
judgmental
upright
younger
communicative
knowledgeable
curious
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listening
brave
aspirational
action-oriented
promising
Chapter 1 page 16
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Active /Passive
Five
positives
Five
negatives
Active
/Passive
Five
positives
Five
negatives
Example 2
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Chapter 1 page 17
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Tip:
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Chapter 1 page 18
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
What is a Mentor?
In the business environment, the role of the mentor has
changed over the last five to ten years.
Until about ten years ago, a mentor was almost universally seen
as an older, senior person who would take someone more junior
under their wing, helping the protg in whatever manner
seemed right to them at the time. There was a sense of quirkiness,
capriciousness, about what mentors did.
It was almost as if the decision to act as a mentor was so
idealistic, so good-hearted that no-one had any right to question
the mentor about how he (it was almost always he) did it, let
alone expect anything structured or accountable to spring from it.
You were lucky to be mentored at all, and that meant putting up
with strange habits, or unfulfillable expectations, and being
thankful.
Nowadays, mentoring is a much more accepted part of general
business practice, and as with any practice that gets assimilated
into the mainstream, mentoring is as a result less mysterious, and
more accessible.
Mentors are
much more accountable than
previously
Chapter 1 page 19
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Chapter 1 page 20
T H E
C O M P L E T E
G U I D E
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M E N T O R I N G
A N D
C O A C H I N G
Chapter
Setting Objectives
Successful mentoring programs are those that have clear, measurable objectives.
Setting the objectives of your mentoring program will help you design the right
structure, involve the right people, and measure the right outputs.
CONTENTS
Overview 04
The mentoring model reprise 05
Why does your organization want a mentoring
program? 06
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Retention 26
Learning curve 32
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Chapter 2 page 2
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C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
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Chapter 2 page 3
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Overview of Chapter 2
A
F
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Chapter 2 page 4
T H E
C O M P L E T E
G U I D E
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M E N T O R I N G
A N D
C O A C H I N G
Chapter
Identifying protgs
At the heart of your mentoring program is a relationship between two people.
Identifying the right individuals is crucial to a mentoring programs success. This
chapter begins the process by looking at how to select the first participant the
protg.
CONTENTS
Overview 03
The mentoring model reprise 04
Introduction 05
Identifying protgs 06
Step 1 - Establish protg selection criteria 07
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
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Chapter 3 page 2
T H E
C O M P L E T E
G U I D E
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M E N T O R I N G
A N D
C O A C H I N G
Overview of Chapter 3
S
1
2
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Chapter 3 page 3
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Chapter
Identifying mentors
Now that you know your overall program objectives and have identified the
protgs, you can start the process of identifying appropriate mentors.
CONTENTS
Overview 02
The mentoring model reprise 03
Introduction 04
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Overview of Chapter 4
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Chapter 4 page 2
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Rules of engagement
Now that we know who the mentors and the protgs are, its time for them to
get the relationship underway.
CONTENTS
Overview 03
The mentoring model reprise 04
Preparing the participants 05
Exercise 31 Briefing the participants an overview 06
Checklist J Briefing checklist for mentors 10
Checklist K Briefing Checklist for protgs 15
Exercise 32 Briefing the participants review 16
Matching the participants 20
Checklist L Who does the matching? 31
Checklist M How will you match the participants? 37
Checklist N Information required in mentor and protg submissions 42
Checklist O Checklist for meeting with mentors & protgs 49
Checklist P Sample scoring sheet for competency-based matching 53
Checklist Q On what basis is the matching to be done? 54
Exercise 33 Matching the participants an overview 56
Chapter
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
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Chapter 5 page 2
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Introduction to Chapter 5
N
T
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Chapter 5 page 3
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Chapter
CONTENTS
Overview 02
The mentoring model reprise 03
Introduction 04
Ending the mentoring program effectively 05
Exercise 37 Ending and continuing mentoring relationships 09
Assessing the effectiveness of the mentoring
program 11
Exercise 38 Protg assessment process 18
Checklist S Feedback on mentor effectiveness 22
Exercise 39 Obtaining feedback on the mentors 39
Exercise 40 Measuring the success of the mentoring program 62
T H E
C O M P L E T E
G U I D E
T O
M E N T O R I N G
A N D
C O A C H I N G
Overview of Chapter 6
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Chapter 6 page 2